Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Egan is a registered investment advisor with over 40 years of experience in the financial services industry. James is currently a registered representative with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. James is licensed to provide investment advice in 21 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
06/25/2005 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
11/21/1986 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NA
12/02/1985 - 11/25/1986
TUCKER, ANTHONY & R. L. DAY, INC.
NA
11/24/1982 - 12/13/1985
GABRIELE, HUEGLIN & CASHMAN INC.
NA
11/24/1982 - 03/08/1983
HOME LIFE EQUITY SALES CORP.
IA
Issued 02/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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